See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,416 | $81,900-59.2% | $119,609-72.1% | $68,494-51.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -27.32% | -23.82%-3.5pp | -14.97%-12.4pp | -7.84%-19.5pp |
| Employer contribution / active EE | $1,985 | $2,693-26.3% | $4,232-53.1% | $2,596-23.5% |
| Participant deferral / active EE | $4,574 | $4,148+10.3% | $5,602-18.3% | $4,027+13.6% |
| Admin fee / account holder | $1,063 | $6,582-83.8% | $10,323-89.7% | $5,403-80.3% |